Peter Berardi, CMA,MBA

Experience

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  Blake Equipment Company

  Nov 2000 - Jul 2005

  Controller

  Hands on Controller position. Responsible for the financial reporting and financial systems for a regional middle market industrial wholesale distributor.Performed M&A analysis and business valuation for two acquisitions.Used the Purchase Method to determine acquisition opening balance sheets and goodwill. Successfully integrated the new acquisitions into the company's general ledger, budgeting and reporting system.General Ledger, supply chain, procurement and inventory conversion to Lawson Software.Designed and implemented a division P&L responsibility bonus program that included cost of capital charges on working capital management.Supervised staff of 4Prepared and analyzed 20 division P&L's and worked closely with all division managers to improve overall profitability and asset management such as receivables and inventory.Managed the firm's treasury and cash management program and implemented centralized lockbox program. Show less

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  Blue Bell Mattress Co. LLC (King Koil Mattress Co.)

  Jul 2005 - Jan 2018

  Vice President of Finance

  Middle market PE owned bedding manufacturer, VP of Finance involved in all phases of management reporting and analysis. Responsible for the financial management and reporting of the firm including M&A, treasury working capital , risk management and benefits. Strategic partner to CEO, C- suite executives, Private equity board and directors. Led a due diligence process that led to the purchase of new private equity ownership.Organize and lead a due diligence team for several bolt-on acquisitions including ERP and HR integration, cost savings synergies for consolidations.Leadership role in navigating a successful recapitalization of private equity - $35mm. Prepare the company and its C-executives for its quarterly board meeting with the private equity group.Completed a successful dividend recapitalization deal for private equity and shareholders. Control and manage company's operating, financial, cash budget reporting and forecasting process.Successfully designed a monthly Controller's Report and a monthly/quarterly Executive Board Package for private equity group and its board members.Manage the company's annual CPA financial and 401k audits - audits are well managed and prepared with detailed work papers, supporting schedules and reconciliations on a consistent basis.Control treasury operations with Santander Bank and maintain monthly/quarterly borrowing base and covenant reporting.FP&A modeling including forecasting, potential acquisitions and segment contribution margin reporting which lead to a 2% gross margin improvement - $1.8m gross profit.Responsible for the general ledger, receivables and payables management system and team. Financial GAAP Statement reporting and monthly cost analysis for C-Executive management.Treasury and Cash Management operations and monthly borrowing base certificates.Budgeting & FP&A reporting401k and benefits administration. Designed and administer the 401k plan. Show less

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  Bay Path University

  Jan 2014 - Jan 2019

  Adjunct Professor Accounting- Graduate and Undergraduate

  Accounting Professor/Intermediate Accounting - On campus and online classesBoard Member for Bay Path University.Successfully applied video conferencing and lectures for both campus and online course work.

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  Polder Products, LLC

  Jan 2018 - Jan 2019

  Chief Financial Officer

  Working with PE owned group and CEO to create a high performance finance team, ERP conversion and acquisitions.

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  Braman Termite and Pest Elimination

  Jan 2019 - Dec 2023

  Chief Financial Officer

  Chief Financial Officer reporting to CEO. Bold leadership approach that includes identifying areas of weakness and opportunities to improve performance. Led the accounting and operations conversion of the company's CRM and ERP systems, new payroll system and data analytics. Designed and implemented the master budget plan and monthly operating reports for Senior Management Team.

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  Goodwin University

  Jun 2023 - Jun 2023

  Adjunct Faculty
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  Peter Berardi Finance Consulting

  Oct 2024 - now

  Financial Management Consultant

  Financial consulting: Interim CFO role, ERP conversions, M&A advisory and onboarding, FP&A and special projects.